CIK: 0001831263
申告総資産額
$3.2億
上位200銘柄を表示中（全225銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 株式-IT | 7.90% | -0.65% | -0.86% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 5.83% | — | -3.00% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.95% | -0.45% | -0.20% | |
| 4 | LMT | Lockheed Martin CORP | 株式-資本財 | 3.44% | +0.53% | -0.99% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.97% | — | +4.65% | |
| 6 | ORCL | Oracle CORP | 株式-IT | 2.28% | -0.38% | -3.63% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.25% | -0.46% | +0.11% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.03% | +0.62% | -1.06% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.03% | -0.24% | -1.36% | |
| 10 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.76% | -0.28% | +0.19% | |
| 11 | T | At&t INC | 株式-通信サービス | 1.70% | +0.22% | -2.35% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.47% | -0.20% | -0.57% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 1.39% | -0.19% | -0.93% | |
| 14 | AEP | American Electric Power | 株式-公益事業 | 1.29% | +0.12% | -1.10% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.27% | -0.12% | -0.40% | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 1.26% | — | -1.34% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.23% | +0.22% | +0.95% | |
| 18 | SHOP | Shopify INC - Class A | 株式-IT | 1.18% | -0.32% | -0.96% | |
| 19 | RTX | Rtx CORP | 株式-資本財 | 1.07% | — | -0.64% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.06% | -0.23% | -4.43% | |
| 21 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 0.98% | +0.08% | -0.63% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.93% | +0.10% | -1.08% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.90% | -0.14% | -0.54% | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 0.89% | -0.19% | -2.77% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.88% | +0.13% | +0.13% | |
| 26 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.88% | +0.17% | -0.24% | |
| 27 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.87% | — | +2.69% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 0.84% | -0.17% | -0.89% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.79% | +0.23% | +0.10% | |
| 30 | PANW | Palo Alto Networks INC | 株式-IT | 0.76% | — | +0.15% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.75% | — | -1.76% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.72% | -0.17% | -0.05% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.71% | +0.13% | -1.14% | |
| 34 | OHI | Omega Healthcare Investors | 株式-不動産 | 0.70% | — | -0.31% | |
| 35 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.67% | — | -2.47% | |
| 36 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.67% | +0.11% | +2.90% | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.66% | -0.21% | -0.36% | |
| 38 | SRE | Sempra | 株式-公益事業 | 0.66% | — | -0.87% | |
| 39 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.63% | — | -0.82% | |
| 40 | SPG | Simon Property Group INC | 株式-不動産 | 0.63% | — | -2.55% | |
| 41 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.63% | +0.10% | -0.55% | |
| 42 | DUK | Duke Energy CORP | 株式-公益事業 | 0.62% | — | -1.97% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.61% | -0.13% | -0.95% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.58% | -0.09% | -0.07% | |
| 45 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.58% | — | -1.38% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.54% | +0.09% | -3.59% | |
| 47 | CG | Carlyle Group Inc/the | 株式-金融 | 0.53% | — | -0.76% | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.53% | -0.09% | -1.98% | |
| 49 | SO | Southern Co/the | 株式-公益事業 | 0.52% | — | -0.70% | |
| 50 | VUG | Vanguard Growth ETF | ETF-その他 | 0.51% | — | +8.10% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | -0.20% | 減少 |
| 2 | ORCL | Oracle CORP | +0.9% | -3.63% | 減少 |
| 3 | AVGO | Broadcom INC | +0.6% | -0.93% | 減少 |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | -0.57% | 減少 |
| 5 | MSFT | Microsoft CORP | +0.3% | +0.11% | 減少 |
| 6 | SHOP | Shopify INC - Class A | +0.3% | -0.96% | 減少 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.05% | 増加 |
| 8 | WPM | Wheaton Precious Metals CORP | +0.2% | -0.63% | 減少 |
| 9 | TSLA | Tesla INC | +0.2% | -1.98% | 減少 |
| 10 | GLW | Corning INC | +0.1% | -2.96% | 減少 |
| 11 | SCCO | Southern Copper CORP | +0.1% | -4.23% | 増加 |
| 12 | RTX | Rtx CORP | +0.1% | -0.64% | 減少 |
| 13 | CG | Carlyle Group Inc/the | +0.1% | -0.76% | 減少 |
| 14 | VUG | Vanguard Growth ETF | +0.1% | +8.10% | 増加 |
| 15 | C | Citigroup INC | +0.1% | +0.13% | 増加 |
| 16 | GLD | Spdr Gold Shares | +0.1% | +2.69% | 増加 |
| 17 | BAC | Bank Of America CORP | +0.1% | -2.77% | 増加 |
| 18 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | -2.82% | 減少 |
| 19 | COIN | Coinbase Global INC -class A | +0.1% | -1.53% | 増加 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | -0.40% | 減少 |
| 21 | META | Meta Platforms Inc-class A | +0.1% | -0.54% | 減少 |
| 22 | SPG | Simon Property Group INC | +0.1% | -2.55% | 増加 |
| 23 | SRE | Sempra | +0.1% | -0.87% | 減少 |
| 24 | UBER | Uber Technologies INC | +0.1% | +0.26% | 減少 |
| 25 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +8.13% | 増加 |
| 26 | VB | Vanguard Small-cap ETF | 0% | -0.32% | 増加 |
| 27 | PANW | Palo Alto Networks INC | 0% | +0.15% | 減少 |
| 28 | SCHW | Schwab (charles) CORP | 0% | -1.38% | 減少 |
| 29 | DIS | Walt Disney Co/the | 0% | +0.19% | 減少 |
| 30 | WFC | Wells Fargo & Co | — | -0.36% | 減少 |
| 31 | WMT | Walmart INC | 0% | -1.08% | 減少 |
| 32 | AMZN | Amazon.com INC | 0% | -1.36% | 減少 |
| 33 | JNJ | Johnson & Johnson | 0% | +0.13% | 減少 |
| 34 | CSCO | Cisco Systems INC | -0.1% | -1.34% | 減少 |
| 35 | AAPL | Apple INC | -0.1% | -0.86% | 減少 |
| 36 | LMT | Lockheed Martin CORP | -0.2% | -0.99% | 減少 |
| 37 | VTIP | Vanguard Short-term Tips | -0.2% | +4.65% | 増加 |
| 38 | DOW | Dow INC | -0.2% | -34.74% | 減少 |
| 39 | MRK | Merck & Co. INC. | -0.2% | -3.59% | 減少 |
| 40 | KHC | Kraft Heinz Co/the | -0.3% | -4.94% | 減少 |
| 41 | OXY | Occidental Petroleum CORP | -0.3% | -2.33% | 減少 |
| 42 | LLY | Eli Lilly & Co | -0.4% | -4.43% | 減少 |
| 43 | STIP | Ishares 0-5 Year Tips Bond E | -1.1% | -3.00% | 減少 |
| 44 | ✓ | Cidara Therapeutics INC Com New | — | NEW | 新規購入 |
| 45 | PLTR | Palantir Technologies Inc-a | — | NEW | 新規購入 |
| 46 | B | Barrick Mining CORP | — | NEW | 新規購入 |
| 47 | SLB | Slb LTD | — | EXIT | 全売却 |
| 48 | ET | Energy Transfer LP | — | NEW | 新規購入 |
| 49 | DEO | Diageo Plc-sponsored Adr | — | NEW | 新規購入 |
| 50 | 0VVB | Paramount Global-class B | — | EXIT | 全売却 |